-7.4%
RKLB vs EFV
+25.8%
-33.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -11.2% |
| 7D | -10.6% | +2.9% | -13.5% | -17.1% |
| 30D | -28.3% | +3.6% | -31.9% | -34.7% |
| 3M | -29.7% | -0.1% | -29.6% | -29.5% |
| 6M | -34.8% | +9.6% | -44.4% | -47.2% |
| YTD | -24.9% | +17.0% | -41.9% | -51.4% |
| 1Y | -7.4% | +25.7% | -33.1% | -49.4% |
| All | -7.4% | +25.8% | -33.2% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EFV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling